How Is Technology Redefining Retirement Planning?

Sometimes technology and innovation can help simplify and streamline things, but other times it can cause more of a headache than before. Today, we talk about what can become more complex and what is improved when you introduce technology into your financial planning.
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Confidence Corner

Sometimes technology and innovation can help simplify and streamline things, but other times it can cause more of a headache than before. Today, we talk about what can become more complex and what is improved when you introduce technology into your financial planning.

Maybe you’re tempted to Google your way to a financial plan, but there’s a lot of information to navigate. Before you head down the wrong path, you want to be careful with what you read and apply some sense. Things like robo-advisors can be useful, but it can’t replace the experience and expertise of a financial advisor who knows you and your goals.

With all of these financial tools, there are pros and cons. It’s important to understand how they can benefit you and your unique situation, while continuing to stay focused on your own financial goals. Reach out to Nathan and his team to help you navigate these tools as a part of your bigger financial plan.

 

Here’s some of what we discuss in this episode:

  • Can you Google it?
  • When should you use robo-advisors?
  • Online calculators are everywhere but do they give an accurate view?
  • Are educational webinars useful?
  • Is personal finance software helpful?
  • Mobile banking apps have changed how many people do banking.
  • Are online wills effective?

 

A Point Of Wisdom:

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YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

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